ArcBest Q4 Results Miss Street View As Macro Headwinds Weigh; Advances Strategic Initiatives
ArcBest Q4 Results Miss Street View As Macro Headwinds Weigh; Advances Strategic Initiatives
随着宏观不利因素的加剧，ArcBest 第四季度业绩未达到街景；推进战略举措
- ArcBest Corp (NASDAQ:ARCB) reported fourth-quarter FY22 revenue growth of 5% year-over-year to $1.244 billion, missing the consensus of $1.250 billion.
- Adjusted EPS of $2.45 missed the consensus of $2.53.
- Operating income decreased to $51.2 million, down from $86.9 million a year ago, and the margin declined by 322 bps to 4.1%.
- Sales by segments: Asset-Based $711.44 million (+4.1% Y/Y), and Asset-Light $572.37 million (+5.8% Y/Y).
- Asset-Based total tonnage per day decreased by 5.5%, including a decline of 1.6% in LTL-rated weight per shipment. Total shipments per day increased by 0.8%.
- Total billed revenue per hundredweight increased 9.3% Y/Y, positively impacted by higher fuel surcharges.
- Adjusted EBITDA decreased by 14% Y/Y to $110.66 million, and the margin declined by 197 bps to 8.9%.
- ArcBest held cash and equivalents of $326.03 million.
- Chair and CEO Judy R. McReynolds said, "Despite the challenges in 2022 as a result of ongoing macro trends, the ArcBest team remained focused on serving our customers and advancing our strategic initiatives."
- Price Action: ARCB shares closed higher by 2.64% at $90.15 on Thursday.
- ArcBest 公司 纳斯达克股票代码：ARCB）报告称，22财年第四季度收入同比增长5％，达到12.44亿美元，未达到12.50亿美元的共识。
- 调整后的每股收益为2.45美元，未达到共识的2.53美元。
- 营业收入从去年同期的8,690万美元降至5,120万美元，利润率下降了322个基点至4.1％。
- 各细分市场的销售额： 基于资产的7.1144亿美元（同比增长4.1％），轻资产为5.7237亿美元（同比增长5.8％）。
- 基于资产的每日总吨位下降了5.5％，包括每批货物的LTL额定重量下降了1.6％。每天的总出货量增加了0.8％。
- 受燃油附加费上涨的积极影响，每百重计费总收入同比增长9.3％。
- 调整后的息税折旧摊销前利润同比下降14％，至1.1066亿美元，利润率下降197个基点至8.9％。
- ArcBest持有3.263亿美元的现金及等价物。
- 董事长兼首席执行官朱迪·麦克雷诺兹说：“尽管持续的宏观趋势在2022年面临挑战，但ArcBest团队仍然专注于为我们的客户提供服务和推进我们的战略举措。”
- 价格走势： 周四，ARCB股价收盘上涨2.64％，至90.15美元。